01_Fundamentals of SAP Business One.revised (1)

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    SAP AG 2003

    SAP Solutions for Small and Midsize Businesses (SMB)

    Additional components for SAP Business One

    General functions in SAP Business One

    Contents:

    Fundamentals of SAP Business One

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    SAP AG 2003

    Describe SAP's product offerings for the SMB

    market

    Discuss the features and technology of SAP

    Business One

    Outline the additional components that are

    available for SAP Business One

    Navigate through SAP Business One and

    choose how the data displays

    At the conclusion of this unit, you will be able to:

    Fundamentals of SAP Business One: Unit Objectives

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    SAP AG 2003

    You are the managing director of a midsize

    company and want to implement a new

    software solution to make your business

    processes more efficient. You have heard that

    SAP also offers software solutions for

    companies of your size. You would like to findout what these products have to offer, and

    which one is most suitable for your company.

    Fundamentals of SAP Business One:Business Scenario

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    SAP AG 2003

    Describe SAP's product strategy for the SMB

    market

    Discuss the architecture and features of SAPBusiness One

    At the conclusion of this topic, you will be able to:

    SAP Solutions for SMB: Topic Objectives

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    SAP AG 2003

    CompanySize

    SAP's Approach to the SMB Market

    There is no single, uniform

    SMB market. Companies

    vary considerably in terms

    of

    Company size

    IT complexity

    Industry

    Location

    Industry

    Large Enterprises- mySAP Business Suite -

    Sophisticated SMBs- mySAP All-in-One -

    Advanced SMBs- SAP Business One -

    Small Companies

    Services Retail Production

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    SAP AG 2003

    SAP Offers Solutions for Companies of All Sizes

    Midsize CompaniesSubsidiaries Small CompaniesSubsidiaries

    mySAP All-in-One

    Consists of the mySAP

    Business Suite tailored

    to the needs of midsize

    companies; the softwareis easy to install,

    implement,and maintain,

    and provides a full range

    of business functions

    SAP Business One

    Can be implemented ina matter of days and

    provides all the

    functions you need

    LargeEnterprises

    mySAP Business

    Suite

    Complete set of business

    functionality for all

    requirements

    SAP Solutions for SMB

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    Server

    Mail

    Backup

    SDK

    Integration

    Toolkit

    ServicesDatabase

    SAP Business One: Technology

    Easy

    to Use

    Architecture

    Interfaces

    Flexible

    End-to-end solution

    Windows look & feel

    Simple navigation

    Drill-down reporting

    Drag&Relate

    Integrated with Microsoft Word and

    Microsoft Excel

    2-tier client/server architecture

    ("fat client")

    Win 32 based, C++

    Different database options Version check

    Easy to configure

    Search helps

    Forms

    Queries

    User-defined fields Formatted searches

    SDK (programming interface for VB,

    C/C++, Java)

    Integration Toolkit 1.5 (data interface

    based on SOAP 1.1)

    Client

    SDK

    Additi l C t f SAP B i O

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    Outline the additional components of SAP

    Business One and describe their benefits

    At the conclusion of this topic, you will be able to:

    Additional Components for SAP Business One:Topic Objectives

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    SAP Business One Software Development Kit

    Server

    Data Interface Server

    External System

    SAP Business

    One Server

    Client

    User Interface API

    Add-on development

    Data Interface API

    G l F ti i SAP B i O

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    Navigate through SAP Business One and choose

    how the data displays

    Create posting periods and period indicators Configure shortcuts and your user menu

    Customize the main menu according to your

    authorizations

    Use Drag&Relate

    At the conclusion of this topic, you will be able to:

    General Functions in SAP Business One:Topic Objectives

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    Applications

    Administration

    Financials

    Sales A/R

    Purchasing A/P

    Business Partners

    Banking

    Inventory

    Production

    Service

    Reports

    Menu Drag & Relate

    World of Sports [2004-6]

    manager

    SAP Business One

    User Menu

    Choose Company

    Company

    User

    Adm in is t ra tion Choose Company

    Server

    Company Databases

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    Posting Periods

    1

    23

    4

    Quarters

    1

    2

    3

    4

    5

    678

    9

    10

    1112

    Months Days

    Year

    Fiscal Year

    1

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    Posting Period Status

    Locked

    Closing Per iodCurrent

    period -Unlocked1 2

    3

    4

    567

    8

    9

    10

    1112

    Previous fiscal year

    1

    2

    3

    4

    5

    67

    8

    9

    10

    1112

    Current fiscal year

    Locked or Unlocked

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    Period Indicator and Document Numbering

    4

    56 34

    5

    12

    3

    4

    5

    67

    8

    9

    10

    1112

    Fiscal year

    Series I

    running from41000 to 41999

    Series II

    running from

    42000 to 42999

    Series III

    running from

    43000 to 43999

    Series IV

    running from44000 to 44999

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    Menu Bar and Toolbar

    File Edit Data Goto Tools Window Help

    Print Preview

    Print

    Send E-mail

    Send SMS

    Send Fax

    Export to MS-EXCEL

    Export to MS-WORD

    Launch Application

    Lock Screen

    General For Navigating Between Data Records

    Menu Bar

    Toolbar

    View Module

    Find

    Add

    First Data Record

    Previous Record

    Next Record

    Last Data Record

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    User Code

    User Name

    Superuser

    E-Mail

    Mobile Phone

    Fax

    Password

    Defaults

    Branch

    Department

    Add Cancel

    Users Setup

    Winter

    Sabine Winter

    [email protected]

    0167-653536

    Sales

    New York

    Sales

    Functions in a Form

    Ctrl+Double-Click

    Original Description:

    New Descr.:

    Mobile Phone

    ?

    Bold ItalicsSelection List

    Dropdown List

    Winter [Form=20700 Item=13 Variable=1 OUSR,USER_CODE

    User code (8 char)

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    Display Parameters

    Language

    Color

    Default Length Unit

    Default Weight Unit

    Date Format, Date Separator

    Time Format

    Display Currencies on the Right

    Decimal Places, Decimal Separator, andThousands Separator

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    User-defined Shortcuts and User Menu

    User-definedMenu

    InvoiceItem Management

    Incoming Payment

    Order

    User-defined

    Shortcuts

    Forms

    Reports

    Queries

    Links

    Business Partner Master Data (BP)

    Sales Opportunity

    Quotation

    Invoice

    Select Won Opportunities

    Settings for Opportunity Analysis

    Open Items List

    Sales Analysis Report Preferences

    Menu Drag & Relate User Menu

    Sales Manager

    World of Sports [2004]

    SAP Business One

    OK Cancel

    ListAllocation

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    SAP AG 2003

    Customize Main Menu

    Administration

    Financials

    Sales A/R

    Purchasing A/P

    Business Partners

    Banking

    Inventory

    Production

    Cost Accounting

    Reports

    Menu Drag & Relate

    World of Sports [2004-6]Marc Seller

    SAP Business One

    User Menu

    Main Menu

    Form Settings Main Menu

    Administration

    Visible

    Financials

    Sales /AR

    ...

    Apply Authorizations

    Display only modules and menu

    items the user is authorized for.

    Menu Item

    Choose manually

    the Menu Items you

    want to display.

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    SAP AG 2003

    Drag&Relate

    Purchased Item

    Sales Item

    WH Item

    Fixed Assets

    Item Number

    Description

    Descr. in Foreign

    Item Grouping

    Manufacturer

    SWW

    Price List

    EAN CodeM00001

    Bed (Metallic Design)

    Bedroom Furniture

    Meubles Antiques

    Purchase Price EUR374.40

    Expenses for Goods

    Regular Vendor

    Originator Catalog No.

    Unit of Measurement for Purch.

    Items per purchase unit

    Packing Unit

    Quantity per Packing Unit

    Customs Group

    Tax Liable

    Expense Account

    Dirk1

    Unit

    1

    1

    Customs Exempt

    Input Tax 16 %

    608000

    0,00

    16,00

    OK Cancel

    Length

    Width

    Height

    Volume

    Weight

    Procurement Data Sales Data WH Data Restrictions Properties Details

    List of all quotations for item M00001

    Sales / AR

    Purchasing / AP

    Delivery Notes

    Invoices

    Quotations

    Returns

    Orders

    Credit Memos

    Sales Persons

    Delivery (Rows)

    Invoices (Rows)

    Quotations (Rows)

    Return (Rows)

    Orders (Rows)

    Credit Notes (Rows)

    AP Invoices

    AP Invoices (Rows)

    Goods Receipt

    Goods Receipt (Rows)

    Purchase Orders

    Purchase Orders (Rows)

    Purchase Credit Memos

    Purchase Credit Memos (Rows)

    Purchase Returns

    Business Partners

    Contacts

    SAP Business One

    Busy_Ones_5(1-10)

    manager

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    Describe SAP's product offerings for the SMB

    market

    Discuss the features and technology of SAP

    Business One

    Outline the additional components that are available

    for SAP Business One

    Navigate through SAP Business One and choose

    how the data displays

    You are now able to:

    Fundamentals of SAP Business One: Unit Summary